# LoanPro and Volty

> Borrowers ask in web chat for a payoff figure or on WhatsApp to pay a few days late, and Volty reads the LoanPro account and brings in servicing staff.

Lenders servicing loans in LoanPro let Volty tell borrowers their next payment, balance and payoff figure, and send hardship or dispute messages to servicing staff.

Talk to Volty · Free trial

Updated 2 Nov 2026

## A payment due Friday

A borrower asks to pay a few days late. Volty reads the account and brings in servicing.

DM

DeShawn Murphy

WhatsApp · Borrower

My payment is due Friday but I get paid Monday. Can I pay then?

LoanPro loan · DeShawn Murphy · Loan 88213 · $312.40 due Fri 13 Nov · Current

Volty Hi DeShawn, your $312.40 payment is due Friday 13 November and your account is current. I'll note that you plan to pay on Monday 16 November and ask the servicing team to confirm.

Waiting for approval

LoanPro note on loan 88213: borrower will pay $312.40 on Mon 16 Nov

Approve · Edit · Decline

LoanPro account

Loan 88213

Current

Borrower

DeShawn Murphy

Next payment

$312.40 · 13 Nov

Principal balance

$6,480.15

Payments left

22

Balance and schedule from LoanPro's loan status

## What Volty does with LoanPro

LoanPro is a loan management and servicing platform for lenders and credit products. Volty calls LoanPro's API with a token generated in your tenant and tied to an agent user whose role limits what it can see. Borrowers ask when their next payment is due, what they owe or how to pay off early, and Volty answers from their own account and passes hardship and disputes to your servicing team.

- Next payment and balance · Volty reads the borrower's account before it answers.
- Customer first, then loan · Volty finds the LoanPro customer before it opens any loan or payment.
- Hardship goes to staff · A missed payment or a dispute is passed to a named colleague.
- Notes on the account · A promise to pay can be proposed as a note for staff to approve.

Connects with

LoanPro LMS API, token per agent user

Volty reads

Customers, loans, payment schedule, payoff

Volty can change

Account notes, Off by default

Setup

Our team, with your servicing manager

Category

Finance, legal & insurance

Staff sit down with borrowers on hardship. Volty takes the routine questions.

### Paying it off early

A borrower asks for a payoff figure.

HS

Heather Sullivan

Web chat · Borrower

What would it take to pay off my auto loan this month?

LoanPro loan · Heather Sullivan · Loan 71904 · Payoff good through 30 Nov: $4,217.66

Volty Hi Heather, your payoff amount is $4,217.66 if paid by 30 November. Would you like the servicing team to send the payoff letter?

## As an automation

Describe it to Volty in a sentence; it drafts the automation and an admin turns it on.

Payment reminders

- When · Three days before due · Each weekday
- Step 1 · Lists upcoming dues · Current loans only
- Step 2 · Reminds each borrower · Amount and due date
- Step 3 · Takes the replies · Hardship goes to servicing

Borrowers hear their next payment and balance from LoanPro.

## How Volty connects to LoanPro

LoanPro generates API tokens under Settings, Company, API, Overview, each tied to an agent user. Calls also carry your tenant ID. We use a dedicated agent user so its role decides what Volty can read.

- 01 · Create an agent user · A LoanPro user for Volty, with a role limited to the fields agreed.
- 02 · Generate the token · In Settings, Company, API, Overview, generate a token for that user and note the tenant ID.
- 03 · Try it on sandbox · LoanPro's sandbox tenant lets us test reads before live loans.
- 04 · Approve and set switches · An admin approves once in Volty. Account notes start Off.

### The tools Volty gets

Each one is a switch on the Sources page in Volty.

- Find the borrower in LoanPro · Reads
- Read current balance and status · Reads
- Read the next scheduled payment · Reads
- Read a dated payoff figure · Reads
- Log a promise-to-pay note · Changes

Reading tools can be turned on straight away. Anything that changes LoanPro starts Off, and once on it can be set to check with staff, so each change waits for a colleague.

## Common questions

### Whose permissions does Volty use in LoanPro?

A LoanPro API token is generated under Settings, Company, API, Overview and tied to an agent user. We create a dedicated user for Volty, so its LoanPro role limits what the connection can read. Calls also carry your tenant ID, and the token can be revoked at any time.

### Can Volty take a payment or change a due date?

No. Volty reads the schedule, balance and payoff amount. A borrower who wants to pay later can have that logged as a note for servicing to approve. Payment processing, due date changes and hardship plans stay with your staff.

### Do we have to test against live loans?

No. LoanPro offers a sandbox environment on the same API address, and we test the reads there first. Your servicing manager checks Volty's answers against test borrowers before the live tenant is connected and any real borrower is answered.

### How much does it cost to connect LoanPro with Volty?

Every Volty plan includes seats, active contacts and AI credits and starts with a free 7-day trial, and the plan prices are on voltade.com/pricing. Meta bills message charges separately for WhatsApp, Instagram and Messenger.

## Related integrations

- LendingPad Finance, legal & insurance
- Stripe Payments
- Custom API Developer & analytics
- Web chat Messaging channels
- WhatsApp Business API Messaging channels

All integrations

## Start your free trial

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## Not convinced? Hear more from our CEO and Volty

The Leonard and Volty Show · 8 October 2026

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### Trust in the AI world

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### Does the AI model matter?

The Leonard and Volty Show · 19 August 2026

### What are AI agents?

Meta now charges for WhatsApp replies. Here's what it means for your business, 8 October 2026

## Links

- [Finance, legal & insurance](https://voltade.com/integrations?category=finance)
- [LendingPadFinance, legal & insurance](https://voltade.com/integrations/lendingpad)
- [StripePayments](https://voltade.com/integrations/stripe)
- [Custom APIDeveloper & analytics](https://voltade.com/integrations/custom-api)
- [Web chatMessaging channels](https://voltade.com/integrations/web-chat)
- [WhatsApp Business APIMessaging channels](https://voltade.com/integrations/whatsapp)
- [All integrations](https://voltade.com/integrations)
